See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,095 | $100,754+12.2% | $86,677+30.5% | $134,475-15.9% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -14.33% | 29.04%-43.4pp | 35.91%-50.2pp | 417.96%-432.3pp |
| Employer contribution / active EE | $26,085 | $3,489+647.6% | $2,836+819.6% | $4,740+450.4% |
| Participant deferral / active EE | $4,737 | $5,338-11.3% | $4,656+1.7% | $6,400-26.0% |
| Admin fee / account holder | $2,513 | $10,926-77.0% | $7,493-66.5% | $11,426-78.0% |